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Financial Planning May 1, 2005 John J. Bowen |
A Captive Audience Despite their often-spotty track record, financial advisers shouldn't give up on seminars as a valuable prospecting tool. |
PC World March 28, 2001 Dan Littman |
Project Management for Beginners Project KickStart 3 takes the complexity out of planning projects... |
On Wall Street August 1, 2010 Gerri Leder |
You're the Star of the Show You can't outsource delivery presentation, so it's your time to shine when you give investor seminars. |
Financial Advisor August 2007 Joel Bruckenstein |
Powerful Indeed In the financial service industry, it is not enough to be a great technician -- you also have to be a good communicator. Microsoft's PowerPoint program can be a great asset when communicating ideas and financial concepts to others. |
Financial Advisor February 2006 David L. Lawrence |
Tracking Office Tasks Many financial advisory firms are turning to workflow systems to set up tasks, track progress and build accountabilities for task completion: Junxure-I... Act 4 Advisors... Microsoft Outlook 2003... Checklist... Microsoft Project... etc. |
PC Magazine February 6, 2007 Matthew D. Sarrel |
FastTrack Schedule 9.1 With FastTrack Schedule 9.1 you can plan and track complicated projects, use Macs or PCs, swap info with Microsoft Project, and keep 500 bucks in your pocket. |
Financial Advisor May 2012 Joni Youngwirth |
Two Hats How can you manage your roles as business owner and financial advisor simultaneously? |
Financial Advisor October 2010 Joel P. Bruckenstein |
Redtail Revisited Is Redtail poised to leapfrog the competition? |